Team
Art Fredericks
Retirement Planning
Art Fredericks has been helping over 2,000 families establish, conserve, and optimize their retirement planning since 1971. Through the years, he has maintained a relationship with many of his well-established, satisfied customers,...
Allen R. Fredericks
Investment Advisor Representative
Allen earned his B.A. from Pensacola Christian College and his M.A. from Bob Jones University. Allen has completed his Series 65, which allows him to provide investment advice, for all his customers. He is now studying to become a CFP...
Charles R. Alton, J.D., L.L.M., M.L.T.
Wills and Trusts
Charles R. Alton, J.D., L.L.M., M.L.T., Attorney at Law, has an advanced tax law degree from Georgetown University. He worked in the office of the Chief Counsel of the Internal Revenue Service in the area of income taxation of trusts...
Stephen Locke ChFC, CLU, CLTC, CFP®
Independent Certified Financial Planner
Steve is a '71 graduate of Virginia Tech. He has been registered with the Securities and Exchange Commission for over 25 years; most of which he provided compliance and oversight as a Regional Manager for Fortis Financial Services’...
Laura Hisey, CPA
Certified Public Accountant
Laura graduated from Shenandoah University in 1997 with a Bachelor of Accountancy, summa cum laude. She has maintained close relationships with her clients, who come mainly from referrals of her other satisfied customers.
Gregg Goodman
Mortgage Specialist
Gregg has over 10 years of mortgage originating experience in the local market. Gregg is Nationally licensed, as well as licensed in Virginia and West Virginia. His specialty is refinancing customers with negative equity in their home!...
Danna Keefer
Home and Auto Specialist
In 1995, Danna started her career in the insurance industry, and established two successful agencies. In 2010, she merged with Nationwide, and has given immense service to all her customers. Danna believes that each customer deserves...
Heather Fredericks
Operations Manager
Heather has earned her B.A and M.A. from Bob Jones University, and she is a Notary Public.
Marilyn Cepanec
Realtor, ASP, eCertified, Green Certification
Selling or buying a home is more than just a transaction; it's a major decision that will have an impact on you and your family for years to come. That's why it's so important to choose the right real estate representative, one who's...
Lillie Bean
Accountant
Since 1978, Lillie has given personal attention to all her customers providing detail and clarity to all tax questions. Lillie believes her 40 years worth of experience has helped maintain her business, and would be delighted to...
Blaine W. Keller
Medicare & Long-Term Care Specialist